Temple City Estate Planning Lawyer, California

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Roger Rosen
About | Practice Areas
Rosenberg Mendlin & Rosen, LLP
528 Colorado Ave Santa Monica, CA 90401» view map
Estate
A California law firm focusing on litigation

We represent clients in a number of litigation settings.

800-887-8721
1. Roger Rosen Santa Monica, CA
  Attorney at Law - CA, 1985
  UCLA School of Law J.D. 1985
2. AboutRosenberg Mendlin & Rosen, LLP
  Over 25 years of experience
3. Practice AreasExpertise
  Estate
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Includes: Gift Taxation

Linda Mane Nakamura

Family Law, Immigration, Child Support, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

150 N. Santa Anita Avenue, Arcadia, CA 91006

Christopher Bernard Johnson

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

FREE CONSULTATION

CONTACT

251 South Lake Avenue, Pasadena, CA 91101

Chet R. Bhavsar

Estate Planning, Family Law, Insurance, Corporate

Status: In Good Standing

FREE CONSULTATION

CONTACT

225 South Lake Avenue, Pasadena, CA 91101

Lisa Tan

Corporate, Employment, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

225 South Lake Avenue, Pasadena, CA 91101

Marc R. Isaacson

Dispute Resolution, Business Organization, Collaborative Law, Estate Planning

Status: In Good Standing

CONTACT

301 E. Colorado Boulevard, # 900, Pasadena, CA 91101

Christopher J. Currer

Estate Planning, Wills & Probate, Tax

Status: In Good Standing

CONTACT

301 E. Colorado Boulevard, # 900, Pasadena, CA 91101

James Reding Helms

Other, Real Estate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

2220 Sewanee Ln, Arcadia, CA 91007

Chih-Yi Lin

Estate Planning, Divorce, Corporate, Bankruptcy

Status: In Good Standing Licensed: 27 Years

CONTACT

150 N Santa Anita Ave, Arcadia, CA 91006

Thomas Fuller Ogden

Other, International, Federal Appellate Practice, Gift Taxation

Status: In Good Standing Licensed: 20 Years

CONTACT

1108 W Valley Blvd, Alhambra, CA 91803

Stephen R Golden

Business, Real Estate, Immigration, Estate Planning

Status: In Good Standing Licensed: 32 Years

CONTACT

600 North Rosemead Blvd., Pasadena, CA 91107

800-923-0641

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LEGAL TERMS

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Temple City Estate Planning Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

Linda Mane Nakamura

Christopher Bernard Johnson

Chet R. Bhavsar

Lisa Tan

Marc R. Isaacson

Christopher J. Currer

James Reding Helms

Chih-Yi Lin

Thomas Fuller Ogden

Stephen R Golden

TIPS

LEGAL TERMS

SPECIFIC BEQUEST

DOWER AND CURTESY

RULE AGAINST PERPETUITIES

ADMINISTRATRIX

SURVIVING SPOUSE'S TRUST

BYPASS TRUST

DEVISEE

GRANTOR RETAINED INCOME TRUST

INVESTOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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